HRT Human Resources Toolkit Introduction to HRT April 2007 IT-AIS-MDS IT-AIS-MDS

What will you learn today…? After the presentation, you should... know what HRT is and how to access it understand the structure of the HRT Main Menu know where to find the key reports used in HRT learn how to use ranges and virtual units have an idea about the HRT Information Centre be able to schedule reports for automatic execution

Agenda 1 HRT Overview 2 Key Reports 3 Advanced Features - Ranges of Values 4 Advanced Features - Virtual Units 5 Advanced Features - HRT Information Centre 6 Advanced Features - Report Scheduling

Agenda 1 HRT Overview 2 Key Reports 3 Advanced Features - Ranges of Values 4 Advanced Features - Virtual Units 5 Advanced Features - HRT Information Centre 6 Advanced Features - Report Scheduling

Where to find HRT Inside CERN use the following URL From outside CERN https://hrt.cern.ch/ Supported browsers All major browsers in a recent version (e.g. IE 6/7, Firefox 2.0, Safari 2, Konqueror 3.5 etc.)

Some Words about HRT Mainly gathers its data from foundation Data is extracted once per day (extractions run during the night) HRT (among other applications like CET, SMT, IC, CFUtk etc.) is maintained and further extended by the IT-AIS-MDS team: Per Gunnar Jönsson (SL) Chris Dixon (STAF) Jan Janke (STAF) Piotr Sliwa (FELL)

Main Menu

Main Menu

Main Menu

Access Selection

User Preferences

Access and Work Documents The HRT Menu - Persons Personnel Reports Access and Work Documents Absence Information

The HRT Menu - Career Career Information Training Information

The HRT Menu - Planning Staffing Information Costing Information

Maintained by HR-SMD-PM Fellows and Associates The HRT Menu - FAS Technical Students Maintained by HR-SMD-PM Fellows and Associates

The HRT Menu - Simulations DPO access only

The HRT Menu - Information Information screens provided by HRT

The HRT Menu - Miscellaneous French & Swiss Cards Applications Radiation Dose Report

The HRT Menu - HRT-PIE HRT-PIE application integrated into HRT Unlike the rest of HRT, access is by Experiment

The HRT Menu - My Pay Info Link to AISMEDIA application run and maintained by IT-AIS-FPF section

Customising Report Output Select the output format for your report

Customising Report Output

Storing Reports Create and maintain folders to organise reports Enter a name for the report Run stored reports, edit them, send them to others to use

Agenda 1 HRT Overview 2 Key Reports 3 Advanced Features - Ranges of Values 4 Advanced Features - Virtual Units 5 Advanced Features - HRT Information Centre 6 Advanced Features - Report Scheduling

Key Reports - Personnel List

View and query all of the personnel information known to HRT

Key Reports - Personnel Graphs

1. Select grouping category Personnel Graphs 1. Select grouping category 2. Select chart type

Key Reports - Access & Safety Details

View access and safety course information for a given person – including CTA Safety

Key Reports - Career Overview

View and query contract information known to HRT

Key Reports - Costing Reports View and query PPA data known to HRT Allows a user to query by recharging codes

Agenda 1 HRT Overview 2 Key Reports 3 Advanced Features - Ranges of Values 4 Advanced Features - Virtual Units 5 Advanced Features - HRT Information Centre 6 Advanced Features - Report Scheduling

Advanced Features - Ranges of Values Enter a range of values

Enter a range in any field which supports them!

Value Ranges Use of ranges is possible in fields like Organic Unit, PPA Unit, Budget Code, Project, Experiment … Specify range limits by using a colon ':' Ranges only having a left or a right bound are accepted as well Two bounds - 47115:47118 Right bound - :47118 Left bound - 47115:

Agenda 1 HRT Overview 2 Key Reports 3 Advanced Features - Ranges of Values 4 Advanced Features - Virtual Units 5 Advanced Features - HRT Information Centre 6 Advanced Features - Report Scheduling

Virtual Units Virtual Units

Editing Virtual Units My own virtual units Shared virtual unit

Editing Virtual Units

An additional person has been added. Editing Virtual Units An additional person has been added.

Using Virtual Units Instead of only querying the members of the section IT-AIS-MDS, the report will also search for the person that has been added to the virtual unit.

Additional (virtual) team member Using Virtual Units IT-AIS-MDS Additional (virtual) team member

Use ranges of values

Use them in your reports like any other unit

Send a copy of your Virtual Unit to someone else to use Enter the name of a person or an organic unit to send it to Virtual Units that were sent to you will be highlighted so that you know you cannot modify them

Virtual Units - Summary Available in HRT and CET Can be used in all reports Container for different items of various types Persons Cost centres Organic and PPA units Experiments and institutes Projects Contracts Items of different types can be mixed up Are processed at the time a report is executed (runtime) Changing a virtual unit affects all reports it is used in

Agenda 1 HRT Overview 2 Key Reports 3 Advanced Features - Ranges of Values 4 Advanced Features - Virtual Units 5 Advanced Features - HRT Information Centre 6 Advanced Features - Report Scheduling

Advanced Features - Information Centre Create your own reports!

Run them and enter search criteria exactly like any other HRT report!

Agenda 1 HRT Overview 2 Key Reports 3 Advanced Features - Ranges of Values 4 Advanced Features - Virtual Units 5 Advanced Features - HRT Information Centre 6 Advanced Features - Report Scheduling

Schedule any of your Stored Reports or Information Center Reports Report Scheduling Schedule any of your Stored Reports or Information Center Reports Have the results emailed to you automatically

The Data comes to you… Information Center Report 2) Click here to configure the report to be scheduled for automated execution. Information Center Report 1) Select the report you would like to be executed regularly.

The Data comes to you… Standard Report 2) Click here to configure the report to be scheduled for automated execution. 1) Select the report you would like to be executed regularly.

The Data comes to you… Configure how the scheduling should work…

The Data comes to you… Wait for the daily email, coming each morning…

Report Scheduling Pushing data vs. pulling data Use cases Instead of manually executing a report each time certain data is required, a report is executed automatically in regular intervals. The results of the report's execution are sent by email. More than one recipient for the report results can be defined. Use cases Get a list of people being absent today. Who are the future members of my group ? …

Report Scheduling What can be scheduled ? Almost everything ! Information Centre reports Standard HRT (stored) reports What kind of execution intervals are available ? Daily, weekly, monthly For weekly and monthly execution, the concrete day can be chosen (i.e. day of the week or month). Where do I get more information ? On the web: http://ais.web.cern.ch/ais/apps/hrt/ReportScheduling/welcome.html

The End Agenda 1 HRT Overview 2 Key Reports 3 Advanced Features - Ranges of Values 4 Advanced Features - Virtual Units 5 Advanced Features - HRT Information Centre 6 Advanced Features - Report Scheduling

The End. Questions & answers Thank you for your attention